Tuesday, May 13, 2014

Awarding Registration Prize in Evanced



Good afternoon team!

Please make sure you and your staff are awarding the Registration Prize in Evanced! This is very important (as is awarding all prizes in Evanced) because it is how we keep track of the number of prizes awarded, which is important for our funding.

When a customer comes in to register for SRP, after you enter them into Evanced and click on Save, you need to go back and find them through a search, then click on the red gift icon.  The Registration Prize is the last lines on the screen, and you can either type a “1” into the Prize Eligibility box and click on the red gift with the green plus sign on it, or click on the Award All Prizes button at the bottom. Then let the customer select his/her Rosen book. If a customer has already signed up himself, you will simply search for them and award the prize in Evanced the same way.

Since we don’t yet have our $5 off fines coupon for Reading Down the Fines, please put a note in their account with the date that says something to the effect of “Has not received $5 coupon for registration” with your location and initials. You can save time on new registrations by entering this note upon customer sign up (the notes field is the last box) if you are awarding the Rosen book to them then. If you need to add the note on an already existing customer, or if you forget to enter it when you do the registration, edit the account by clicking on the little person icon, and add the note. After the note has been added, the person icon will now have a pencil on top of it, that means there’s a note there which should be looked at before you award them any more prizes! When the customer comes to collect their 5 book/hour prize, or if they come in for their coupon after we’ve received them, please give them the coupon and delete the note from their account.

If you have any questions about the process, feel free to give me a call, and I will be happy to walk you through it. Sandy Farmer is also a wealth of Evanced information, and remember, she will come to your location to train your staff in Evanced if you ask!

I’m very pleased to see that we already have a lot of kids signed up for SRP! Keep up the good work!

Sara

No comments:

Post a Comment